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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Charitable Giving

    November 24, 2025

    Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?

    Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence the timing and structure of your giving.

    Read the article

  • Charitable Giving

    October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

    Read the article

  • Business Ownership

    October 01, 2025

    The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners

    Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.

    Read the article

  • Charitable Giving

    September 17, 2025

    The One Big Beautiful Bill Act's Impact on Charitable Planning

    Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.

    Watch the video

  • Family Life & Transitions

    August 25, 2025

    Student Loans After the One Big Beautiful Bill Act: What Families Need to Know

    Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.

    Read the article

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